no other great technology is having a stock market as good as she

Meta has just achieved something unheard of: dethrone Nvidia as the most successful technological technology of the year on the stock market. It is still far in stock market capitalization, but it grows above it in what we have been for the year. Its +22% surpasses the rest of the great technological, also Microsoft, and confirms the excellent stock market moment in recent times.

Why is it important. Less than two years ago, Wall Street was punishing a goal for its obsession with the Metaversosomething that vanished at the same speed at which Chatgpt spread: the future actually passed by. Your expense in Reality labs Nor did it help.

Today it is rewarding its transformation towards the practice.

In detail. The change of course began in 2023, with what Zuckerberg called “The year of efficiency“

Now goal is running an AI strategy that combines the best of three worlds:

1. Mass consumption products. Ray-Ban MetaCalls, Goal AI.
2. Business infrastructure.
3. Talent capture.

In these last weeks we have understood the magnitude of point 3 with The signing of Openai leading researchersincluding Creators of O1 and O3.

We also know that it plans to get 29,000 million dollars to invest in data centers.

Between the lines. Investors have caught something that seemed unlikely: goal has made their traditional advertising income grow while in parallel builds their future in AI. Your R&D spending will reach the 65,000 million dollarsbut their margins continue to expand.

Goal is demonstrating that it is possible to reinvent itself without losing the main business. Meanwhile, Google fights as can against the arrival of Chatgpt and Apple continues to look for its site in the AI ​​race.

• Goal has defined its identity: being the company that democratizes AI with a Llm Powerful but open source (with nuances) …
• … and make an incursion into Wearable that seemed innocent but is being tremendously successful.

And now what. The next catalyst will be to verify how its smart glasses business evolves. And that of AI attendees. Above all, to what extent they change the business.

Meta, first of all, it is demonstrating what was not taken for granted for all great technology: survival capacity in the transition to AI. And that is using recognition in the parquet.

Outstanding image | Mariia Shalabaieva in Unspash

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